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Sales History

   

OVERVIEW

 

The Sales History utility provides detailed Sales History information per account.  The information can be filtered by account, customer, Mfg and Part Number, and Date.

  

SETUP PROCESS

 

Sales History can be accessed through

 

File | Account Maintenance | Sales History    

OR

File | Inventory Maintenance | Sales History

OR

Reports | Sales History

 

Enter Store Number.

Enter the Account Number and press Enter.

Select the Customer if applicable. 

Enter the Mfg and Item Number (part number), if necessary.

Click Show For Date Range to filter the date range for the search.

Click Include Comments if desired.

Click Show GP (Gross Profit) if desired.

Click on the Show Results button.

When the information is brought to the screen, users will be able to view:

Users can click on any of the headings and the information will be sorted by the heading selected.

Users may highlight a transaction or line item and click View Ticket to view the entire ticket.

 



See also

Accounts
Customers
Ship Tos
Transaction History
Payment History
Monthly Sales By Account
Price Matrix By Account
Price Matrix By Group
Special Pricing By Account
Special Pricing By Group
Statements
Posting
Open Item Post and Apply
Apply Open Item Postings
Posting Log Print
Convert To / From Open Item
Account File Update
Account / Customer Utilities
Customer Letters
Potential Customer Info


Sales History Last Updated On 6/18/13 JMM